Creative Planning’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,955
| Closed | -$209K | – | 3655 |
|
|
2025
Q1 | $209K | Buy |
12,955
+2,077
| +19% | +$33.5K | ﹤0.01% | 3023 |
|
|
2024
Q4 | $167K | Buy |
10,878
+92
| +0.9% | +$1.41K | ﹤0.01% | 3015 |
|
|
2024
Q3 | $189K | Sell |
10,786
-43
| -0.4% | -$752 | ﹤0.01% | 2860 |
|
|
2024
Q2 | $165K | Sell |
10,829
-318
| -3% | -$4.84K | ﹤0.01% | 2715 |
|
|
2024
Q1 | $179K | Buy |
11,147
+31
| +0.3% | +$498 | ﹤0.01% | 2590 |
|
|
2023
Q4 | $189K | Sell |
11,116
-12,386
| -53% | -$211K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $340K | Sell |
23,502
-14,112
| -38% | -$204K | ﹤0.01% | 1825 |
|
|
2023
Q2 | $566K | Buy |
37,614
+17,121
| +84% | +$258K | ﹤0.01% | 1465 |
|
|
2023
Q1 | $309K | Buy |
+20,493
| New | +$309K | ﹤0.01% | 1794 |
|